• info@wildexinvestment.com

Investment Approach

Welcome To Our Consultant

Our Investment Approach

In an age where investment management progresses from an institutional based approach towards a more bespoke, customized model, many firms employ relationship managers as a point of contact between the investor and its firm.

At Wildex Investment, we have known of no other way to serve our clients other than through the provision of direct and unrestricted access to the specialists responsible for the management of their affairs.

This means that instead of a single administration manager delegating requests from one department to the other, our clients are able to discuss their tax affairs, investment ideas and planning requirements with a designated specialist assigned to manage the responsibility.

Our Investment Approach Our Investment Approach

Our Investment Capabilities

Our Capabilities

Discover our capabilities to leverage upon our global expertise.

Read More

Equity Investment

Access to equity research throughout the developed and emerging market places.

Read More

Fixed Income

Custom solutions helping you to provide for your income requirements.

Read More

Multi-asset Solutions

Participate in the economic activity go multiple markets, sectors and styles.

Read More

What to Expect

The Client Experience

A best-in-class investment experience based on performance and service standards.

Wildex Investment is an independent registered investment advisory. Our independent status dictates that the success of our firm is heavily correlated with the success of our clients.

To support this claim, we operate on a fee-only basis and maintain a philosophy that prioritizes returns on an absolute basis.

Read More

  • The Client Experience

    A best-in-class investment experience based on performance and service standards.

    Read More
  • Performance & reporting

    As our client you are provided with direct and unrestricted access to a dedicated investment specialist.

    Read More
  • Stewardship

    The foundation of our stewardship commitment is conceptualized by taking an active approach to the ownership of investment securities.

    Read More
  • Become Our CLient

    In becoming a Wildex Investment client, our experienced professionals help you to discover the "why" behind your choices, the"what" your financial future holds, and the "how" you will realize your lifestyle aspirations.

    Read More
Be part of an alternative

Alternative Investments

Alternative investments such as private equity, real estate, and hedge funds have been a preferred investment strategy for many years as institutions and high-net worth investors seek to manage the balance of diversification and return goals. The alternative investment landscape has, in recent years, become more accessible to the private investor as a dramatic shift in investment preferences has created a demand for alternative investment solutions.